Laurel Oak Wealth Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Laurel Oak Wealth Management’s Portfolio SPHD Stock Details SPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$601K	Buy	11,822 +2,006	+20%	+$100K	0.09%	177
2026 Q1	$487K	Buy	9,816 +889	+10%	+$44.7K	0.08%	196
2025 Q4	$429K	Buy	+8,927	New	+$430K	0.07%	207

Other funds holding SPHD

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Laurel Oak Wealth Management's SPHD Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) stake by 20% in Q2 2026, buying an estimated $100K and bringing the position to 11,822 shares worth $601K. The position accounts for 0.09% of the portfolio, ranked #177.

Laurel Oak Wealth Management first reported a position in SPHD in Q4 2025 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold SPHD as of Q2 2026.

Laurel Oak Wealth Management held 11,822 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $601K as of Q2 2026.
Laurel Oak Wealth Management bought 2,006 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q2 2026, an estimated $100K.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.09% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #177 holding.
Laurel Oak Wealth Management first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q4 2025 and has held it in 3 quarters since.
358 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.